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2.5 trillion yuan cake tempting to grasp the four main stocks to invest in tourist

"China's tourism industry" second five "Development Plan" recently released by stimulated yesterday, representatives of tourism in Yunnan tourism stocks outperformed the broader market.

Party members of the National Tourism Administration, Planning and Finance Secretary, Wu said in an interview literature, 2015, total tourism income reached 25,000 yuan, an average annual growth rate of 10%; domestic tourists to 33 million passengers, an average annual growth rate of 10%; tourist arrivals reached 1.5 million passengers, an average annual growth rate of 3%.
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Shanxi Securities [6.15 -0.49% stock research reports it] analyst Carrie fruit that next year, with scenic and well-run companies and cultural and tourism companies will be combined with backgrounds may have a stage and institutional market.

Carrie results suggest the main line from the four stages, and structured investment: First, to grasp the report quotes the first half of next year, concerned about the significant growth in 2010 annual results of individual stocks. Focuses on ST Zhangjiajie [9.31 -0.64% shares it research report], Emei Mountain, Lijiang tourism [20.49 -2.61% stock research reports it], three Teso Road [15.61 -1.51% stock research reports it], China International Travel [26.49 0.46 % share it research report]. The second is to grasp the cultural and tourism brings in context of high-quality investment opportunities in market stage, attention OCT A [7.08 0.00% stock research reports it], Lijiang tourism, Song Dynasty shares [24.25 -1.02% stock research reports it] . Third, the results of the second half of 2012 will likely seize the growth performance of the stock. Such as Jin Jiang [0.00 0.00% stock research reports it], OCT A, Beijing Capital Tourism [12.40 -1.43% stock research reports it]. Fourth, the value of investment from the perspective of a reasonable layout of the industrial chain, also have high scenic and composite business model CYTS [15.45 -0.45% stock research reports it] worth the long-term investment.

Goldman Sachs Gao Hua Securities analyst Liu Xu hair that tourism is a growth of good consumption, less affected by economic cycles. Proposes a focus on two types of travel stocks: one with high growth potential growth companies, recommended China International Travel, Song Dynasty shares, and Jin Jiang. Second, inflation subsided in the context, the price increase is expected to enhance the scenic class companies can focus on configuration Huangshan [14.41 -0.62% stock research reports it], Emei A [18.62 -0.75% stock research reports it], Lijiang tourism price expected strong scenic class, resource companies.
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